Filed January 13, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC7 years Service code 10 5 VAUGHN DRIVE · PRINCETON, NJ 08540 | Accounting | $22,880 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $15,994 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $6,866 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,257 | $112,582-54.5% | $105,607-51.5% | $199,960-74.4% |
| Participation rate | 95.0% | 86.3%+8.8pp | 75.3%+19.7pp | 72.0%+23.0pp |
| Annual return | 16.92% | 15.58%+1.3pp | 116.11%-99.2pp | 34.28%-17.4pp |
| Employer contribution / active EE | $2,808 | $4,580-38.7% | $3,167-11.3% | $3,036-7.5% |
| Participant deferral / active EE | $4,489 | $6,655-32.6% | $5,011-10.4% | $5,087-11.8% |
| Admin fee / account holder | $18 | $107-83.6% | $10,958-99.8% | $269-93.5% |